Connor Kurtz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edmond, OK, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

301 North Bryant Ave. Suite 100, Edmond, OK, 73034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Connor is an associate/employee at Airington Advisors, working as a financial advisor and registered sales representative, dedicating about half his time to this role. He also performs minimal administrative duties as an associate/employee at Ancel Airington & Associates PLLC.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2021 - Present · 4 yrs 6 mos
Raymond James Financial Services, INC.Broker
September 2021 - Present · 4 yrs 8 mos
State Registrations12 states
ARAZCOFLIDKSKYMONVOKTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.